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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,481 | $91,911+82.2% | $68,793+143.5% | $135,382+23.7% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | -7.21% | -8.22%+1.0pp | -4.63%-2.6pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,394 | $3,924-39.0% | $2,625-8.8% | $4,779-49.9% |
| Participant deferral / active EE | $10,684 | $4,315+147.6% | $3,311+222.7% | $5,609+90.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,829-100.0% |